Allocating Changes Down Multiple Levels of the Account Hierarchy

If changes need to be allocated down multiple levels of the account hierarchy, then you need to use the Administration - Sales Volume Planning screen and run an Allocate action. For example, if the Vice President of Sales mandates a change in the forecast at the root account level that applies to all accounts within the hierarchy, you should run the Allocate action.

This action pushes changes down the account hierarchy from the selected account to any of the 10 hierarchical levels.